Phil Rachmelowitz, EA, LLC
Tax and Retirement Administration
Self/ Employed Tox Accountant: 1/1967 through 10/2010. I developed, owned and operated a Public Accounting Firm in Lakewood, New Jersey. My areas of practice included income taxation for individuals, partnerships, corporations, gifts, estates and trusts. Licenses held: New Jersey Public Accountant issued by the New Jersey Board of Accountancy (inactive) and IRS Enrolled Agent’s License issued by the Internal Revenue Service.
Teacher Business Education: I taught Business Education in the Freehold Regional High School District from September l, 1963 through December 31,1987. Subjects taught: Accounting and Law, Grades 9-12, Monmouth County, New Jersey, Licenses held: New Jersey Permanent High School Teachers Licenses in Business Education.
Financial Planner: 10/1995 through present. I am registered with Avantax Financial Services, Irving, Texas. Licenses held: Series 6, Series 7, Series 65, Series 63, New Jersey Department of Banking and Insurance, Individual Producer Life and Health.
Member of the Planning Board and the Board of Adjustment, Borough of Allenhurst, New Jersey: 1/2000 through 12/31/01. I served an earlier term with this Planning Board and Board of Adjustment.
Mediator, Ocean County Court System: 2008. Court trained and appointed mediator.
Arbitrator: NYSE, NASD and FINRA: 11/2002 through present. I have served as a panel member on more than 60 arbitrations. I have participated in many cases that have resulted in Publicly Available Awards. I have served as Chairperson on several Arbitrations.